& learning

Updates and New Releases


Introducing the Insights Dashboard from DaVinci Education:

Available to administrators, the Insights Dashboard helps you stay Accreditation Ready Always™ with critical information, including:

📈 Curriculum mapping quality

📈 Faculty workload

📈 Days until important events

📈 Recent instructional events

📈 Leo utilization

You’ve entrusted Leo with data on every facet of your curriculum, and this is just the first of many forthcoming data visualization tools in Leo that will help you turn that data into information you can use to drive decisions about your program, your students and your faculty.

The Insights Dashboard is now live and easy to configure - check out our User Guide for more details.

Also new:

Fast Feedback Emails to Students:

Now Leo will send an email to students as soon as they’ve been evaluated - a link in the email will take them directly to the evaluation results.

When approving evaluations, the evaluator of record will see a checkbox right next to the Approve button. If checked, then the student who was evaluated will receive an email with a URL that will securely log them into Leo to view the results of their evaluation.


We’ve added a field for Pronouns in the User Profile:

Each user can select their own Pronouns, or decline to answer. The student’s pronouns will also appear on the Academic Portrait, making it easier to engage in inclusive communication. More info on Pronouns in Leo can be found here.


Here’s everything you need to know to take full advantage of the new functionality in Leo:

Location Map:

To ensure accuracy for the integrated Google maps, each Location needs to have an associated address. To check the Locations in your system for addresses, go to Admin Toolbar > Advanced > Location Management from here you can access the List All Locations report or search by location name to review or add an address. Once an address has been added, the Google map on the Details page in an event will update to show the location.

You can update your Locations list at any time, including in advance of the Feb. 1st release. The more address details you provide (i.e. street address and zip code, etc.), the more accurate the map will be.

Enable LTI:

In an Event, go to Settings > LTI Links > Options > Add

Have multiple providers? Not a problem! Follow the process detailed below to add each of your LTI providers and a new button/tab will appear in the left hand menu.

For example, Zoom:

You'll have to set up Zoom as an LTI provider in your system's Advanced Settings - we can help if you haven't done that part yet! Then to set up a new Zoom link in an event, you'll go to Settings > LTI Links > Options > Add. Select Zoom from the dropdown. You can give your meeting a custom name - otherwise it'll just be named for the Event. Click Save.

Now when students and faculty login, they'll see Zoom as one of the menu options for your Event.

Faculty: Just click Zoom and Start to kick off the meeting. Leo will recognize them as faculty and make them Host.

Students: Just click Zoom and Join. Leo will tell Zoom their names, and Zoom will keep track of attendance.

No more juggling passwords - Leo securely logs in your users.

Info Page:

Each event can be customized to show your choice of landing page. For example, if embedding videos, interactive ed tech tools or other rich html content, the Info screen can be set as the main landing page for the event and will be the first thing that students see when they get to that event, like in the screenshot below:

To set a default menu item as the landing page for the event screen: in an Event go to Settings > Display Options > [choose the page you want in the Set default menu item for this screen dropdown] > Save Info

For example, if materials are the most important information to get to students, you can set that as the event landing page or set the Info page as the landing page to take advantage of the ability to use rich html content and tools. Since this is configured on an event by event basis, faculty can choose the landing page that works best for delivering the content to students for that particular event.

Note: for CI related purposes, the Description field on the Details page should be plain text only. The new Info page is the best place for rich html content.


Does your school use tabular rubric-style assessments when tracking student performance on competencies? Maybe even with pen and paper?

Look familiar? Now you can put away the pad.

DaVinci Education is happy to introduce our new Mobile-Optimized Rubrics.

Designed to make it easy to rate students on the go, our Rubrics tool gives your evaluators a simple slider they can use to view rubric details by level and make their selection.

Plus you get a ton of options:

- Space to include detailed instructions for each question.

- Require a comment with every rating.

- Require a comment even if there’s no rating.

- Use integers or decimals in your scale.

- Add as many steps as you’d like.

- Assign each step any numerical value.

Because Rubrics are part of the full suite of evaluation tools in Leo™ you can mix and match with other question types, assign them to any Leo user, or make them available as an On Demand evaluation for workplace-based assessments. The data stays in Leo and becomes part of each student’s Academic Portrait™.

We’ve even added some full sample response sets to get you started. 

For more information about setting up Rubrics in Leo, check out this article in our User Guide.


We have now added the ability to grade discussions in Leo!

Best of all - it’s very simple to set up, and quick to use.

Setting it up:

When creating or editing a discussion, you just need to flip the option for Graded Discussion to “Yes” and enter a number value for the maximum points to be awarded (from which you’ll base your grades).

Entering grades:

Then, on the Discussion screen, click the checkmark icon in the upper right.

You’ll see a new screen that shows you how many posts each student has contributed to the discussion - and fields where you can enter a score, along with any comments.

Click Export to Gradebook and you’re done!

For full details on how to use Graded Discussions, check out the Leo User Guide.


Today we’re unveiling a new mobile-friendly and convenient solution for clinical faculty to complete evaluations on the fly, right in Leo.

The Leo Evaluation Portal has been given a new responsive interface - and when you enable On-Demand evaluations in your Account Manager, you’ll see new options:

Students can select Request An Evaluation to open a simple form and fill in any needed information. There’s also an option to Evaluate Someone Else that can be enabled for students or faculty to generate an evaluation on the spot.

For Clinical Faculty, it’s as easy as opening their email. They receive a secure link immediately after the student requests to be evaluated. That link gives them one-click access to the evaluation requested by the student. And because Leo’s evals are already mobile-friendly, faculty can easily complete the evaluation and submit right from their phone.

Here’s what else you should know about Leo’s new On-Demand Evaluations:

  • Completely Customizable: You can enable or disable these tools in different programs or courses, for students or for faculty.
  • Flexible: Use them for tracking professional competencies, progress on EPAs, or any other function for when you need a light-weight formative assessment tool.
  • No Guesswork: If your users can access their email, they can respond to requests without any hunting around for usernames or passwords.
  • Perfect for the Clinic: Because they’re optimized for mobile, you don’t have to rely on finding a kiosk computer or the clinic’s wifi.
  • Socially Distanced: While other solutions ask students to share their device with their evaluator, with Leo the request pops up immediately on the evaluator’s own device. No sharing necessary.

Also in this release:

Map your Leo Evaluation questions directly to your Themes.

In the editor, you’ll see a new option with each evaluation question to select Themes - if you click that column you’ll get a list of Themes set up in your system. Just click on whichever Themes you want to map to that question and close the screen.


The DaVinci Education team has been at work rolling out some new features in Leo:

Course-wide discussions:

Now you can host discussions in Leo across multiple sections of the same course in the same academic year. Just navigate to the Course Template level of your Course and select Add New Discussion from the menu. You’ll be able to choose which sections of the course should participate.

Embed images inline in discussion posts:

While you’ve always been able to attach local images - or embed images from the web - now you can easily embed images you’ve uploaded yourself. After you upload your image, you’ll see a new option to “Embed” - which will add your image into the post you’re editing. From there you can resize the image, move it around, and customize your presentation however you want.

These new reports are available at the Course Template level:

  • The Faculty Listing shows you all of the faculty in the course, the sections in which they are participating, what type of faculty they are, the number of events with which they are associated, and their hours for tracking financial time. This report also provides access to a detailed listing of an individual faculty member’s events.
  • The Student Listing shows all the students, their affiliation, and the sections they are enrolled in for that specific academic year.


We’ve made completing evaluations in Leo more intuitive. Now when filling out or summarizing an evaluation, it’s easier than ever to make sure that all required questions have been answered.

When completing an evaluation:

As you take the evaluation, each item is clearly labeled as Answered/Unanswered and Required/Optional. These labels, and your progress bar, respond dynamically as you complete each question. The “Submit” button will only appear once you’ve completed all required items.

If you’re working through several evaluations, you can submit as soon as you’ve completed all required items in any one of those evaluations - but if you left a required item unanswered in any of the rest of them, Leo will stop and cue you to go back and complete it.

When summarizing an evaluation:

If you attempt to summarize an evaluation, but there are responses missing on a required question in the evaluation, Leo will stop, tell you, and ask you what you want to do:

If you go back to the evaluation with unanswered questions, you’ll find each unanswered item flagged with a helpful link you can use to jump right to each unanswered question.

Also recently added:

Want to set up recurring evaluations for a specific type of event in a course? When using the "Auto-Assign" tool for setting up evaluations, you can now filter events by Event Type.

After you select your dates, you can use a handy drop-down menu of the relevant Event Types to narrow down your search.


We’ve rolled out a number of small but important updates for Leo:

  1. Curriculum Inventory (CI) Keyword Adjustments for COVID-19 Reporting:

In order to facilitate the identification of COVID-19 Remote and COVID-19 Altered events, we have implemented a function to map Themes in Leo to CI Keywords. This feature requires opting-in per Theme, so you will need to choose "Include in CI" for each Theme you wish to include in the report as a Keyword.

The exact path to accessing your Themes will differ, depending on whether your system is configured to use Theme Collections and Theme Sets. The following path is for a system that is using Collections and Sets (i.e. all three levels), but your path might be shorter: To opt-in a Theme, go to Admin Bar > CURRICULUM MAPPING > Organization > Themes > Select your program. Then click on the number in the “Theme Set Count” column next to the appropriate Theme Collection. Then click on the number in the “Theme Count” column next to the appropriate Theme Set. You will see a new column for “Include in CI” where you will have the option to check a box if you want that Theme included in the CI.

You may include Themes beyond the two official Keywords requested by the AAMC:  COVID-19 Remote and COVID-19 Altered.  Themes you have opted in will then show as Keywords on your CI Preview Report in Leo (Admin Bar > CURRICULUM MAPPING > Curriculum Inventory > Reports > Preview) as well as the official CI Verification Report

Remember you can view our extensive CI guidance in the Leo User Guide.

  1. Pop-Ups for High Priority Messages

Now when you select “Highest” priority when creating an Announcement or Message, that message will appear as a pop-up for users when they first login.

TIP: If you have a high priority message to manage, remember that you can see who has viewed it in Leo. Just look for the link labeled “Who has read this?” on any message.

For more information, please see the Leo User Guide article on highest priority messages.

  1. Evaluation Question Values:

We’ve increased the flexibility of values in Leo evaluations to include decimals. You can define your question values with accuracy down to the hundredths place.

For more information on editing responses, including the value, please see the Leo User Guide article on editing an evaluation.

  1. Long Event Grading

Now Graders in Leo have the same ability to open assignments and score them in Long Events as they have in regular events.


We’ve rolled out a few highly-requested updates for the Leo Gradebook.

Display student alpha score and numeric score together: When using the matrix to display a letter grade or other descriptors, you’ll now see the “Grade” column accompanied by a “Score” column which indicates the number behind the alpha designation.

Manually enter final grades: Clicking on the number in the “Score” column now pops up a window where you can override the calculated score with a manual entry.

Import grades - including final grades - via CSV upload: Now you’ll see two new options at the top of your Gradebook: Download CSV and Upload CSV. You can use the downloaded CSV as your template for creating your upload CSV.

For more details on these Gradebook features please see our comprehensive User Guide.


DaVinci's statement on social injustice and racial inequality:


To save you time and help you work more efficiently, we are updating Leo this weekend with a new interface for most report screens. The new interface for Leo reports provides several helpful upgrades including:

  • Sort by any column
  • Search report results
  • Toggle columns on and off
  • Cleaner, simpler menus

Let’s consider, for example, a report looking at all of the Events in a Section.

In this example, we get 26 events. What if we only want to know which Lectures have Docs?

Now we can type “Lecture” into the Search window to narrow the results - it will filter as you type:

We can click the “Docs” column header to sort in ascending or descending order.

We can even toggle off every column except the Event date and time info and the # of Docs

The result is a tidy report that shows us just what we wanted.

We can also create a PDF of our filtered report using the Printer icon.

For more information about new report options in Leo, check out the complete article in our comprehensive User Guide.

These changes have been installed in your Training system, so you can check it out right away.


We’re pleased to let you know that Leo’s been updated with more timesaving features:

New Tool to Automatically Create and Assign Evaluations

Now you can easily set up Evaluations for multiple events of a given Event Type in a Section and assign them to students in bulk!

Select the desired Course Section and select Assessment > Auto Assign Evaluations

Select the Evaluation template you want to employ and give your new Evaluation a title. Choose a date range for the events you want students to evaluate.

Leo will show you all the events that match your search criteria, as well as any associated Student Groups. Select the appropriate groups, and click “Submit”.

That’s it! Students in those events will be assigned the appropriate evaluation.

For more information about all our Evaluation management options, see our User Guide.

New Options for Reminders in Long Events and Long Event Assignments

When creating or editing any Long Event, you can now create a customized reminder message to go out via email before the Long Event concludes. You can even specify how long before the Long Event concludes you'd like your reminder to go out.

From the Section screen, go to Events > Long Events > Management and click on the name of the Long Event to create or edit your reminder.

You can also now create a reminder tied to a specific Assignment within a Long Event. Just specify how long before the assignment due date you want Leo to remind your students.

From the info screen of your Long Event, click on the Assignments dropdown menu and select Manage Assignments. Click on Create New Assignment or the name of an existing Assignment to create or edit your reminder email.

For more information, see our comprehensive User Guide articles on Long Events and Assignments.

There are more new features right around the corner, so keep an eye out for more updates soon.


As promised, we’ve now updated your training system with another round of new features for the Leo evaluation system. These will be introduced to production systems this weekend, joining the dozen new evaluation features introduced last weekend.

Because this update includes a new look for evaluations, we wanted you to have the opportunity to preview the changes before they go live. These changes are designed to make evaluations more intuitive. Users already familiar with evaluations in Leo shouldn’t require any additional training - the process of completing an evaluation should be easier than ever. For more information, please visit the Evaluation chapter in the Leo User Guide.

New User Interface for completing Evaluations

Leo Evaluations have a new, responsive interface that displays beautifully on screens of any size. We’ve added some new navigational aids to make Evals easier to use:

  • Clear links for navigating between multiple pages and/or evaluatees
  • Clear links for submitting completed evaluations
  • The “header” section with a profile photo of the evaluatee remains visible as you scroll.
  • More clear visual indicators for which questions are required
  • Prominent progress bar to indicate how many prompts remain

Add multiple recipients to email triggers

Leo allows you to set up customized triggers that send email notifications depending on an evaluation response. Now you can add more than one recipient to each trigger. Search for any user to add them to the trigger, or click X to remove them.

ASSESSMENT > Evaluations > Email Triggers

EA1-T20 Easily copy a question in an evaluation

We’ve added another new link in the Evaluation Editor that you can use to copy any question. Click Copy next to any question, and a new copy of that question will appear in the list, labeled COPY.  Find this option next to the new 1-click Delete option we also added in last week’s update.


The DaVinci team has introduced a number of timesaving improvements to our Evaluations. All of the following new features have been drawn directly from submissions to the Leo Feature Request Forum - and all of them are now available in Leo.

Stay tuned for even more information about requested Evaluation upgrades - including updates to the user interface - in the next few days.

Incomplete Evaluations Report

Now you can find all outstanding evaluations, filtered by Program, Eval Type, Year, Campus, Course Template and/or Section. Select the evaluation form you want to use, and download your results.

ASSESSMENT > Evaluations > Incomplete Evals

Customize the text in eval reminder emails

You can now add your own text to the automatic reminder emails that go out with evaluations. Under the Course Section screen, you’ll find this feature with the other Course Messages options.

[Section Info Screen] > Gear > Edit Descriptions

Quickly delete a question

We’ve added a handy link in the Evaluation Editor to allow you to delete questions with one click. Open any Evaluation and this option will appear at the right hand side of the screen.

“Archive” old evaluation forms

Is your list of Evaluations getting too long to manage? We’ve added an easy way to hide, or “archive” those old evaluations, that removes them from the Eval Listing. The new checkbox lets you clean up this report by quickly clicking multiple evaluations. If you archive an Evaluation in error,  the new filter for Archived records at the top of the screen allows you to restore it by unchecking the box.

ASSESSMENT > Evaluations > Eval Listing

Remove the option for clinical faculty to select their evaluatees

If you’re using the evaluation email reminders, you might not want your clinical faculty to be able to change their assigned evaluatees. Now you can opt to remove this option from their screen.

ADVANCED > Account Manager > Modules > Evaluation Settings > [Program Name] General Evaluation Settings > Hide the ‘Add/Remove’ link for selecting clinical evaluatees.

Exclude incomplete evals from summary reports

Now you can remove incomplete evaluations from all summary evaluation reports. This may improve the accuracy of your data, as it removes evaluations that are still in progress or erroneously completed. On the Summary Reports screen, you can toggle back and forth between including or excluding incomplete evaluations - the title at the top of the screen will reflect your selection.


[Section Info Screen] > Assessment > Evaluations > Summary Reports > Exclude Incomplete Evaluations

Show photos on evaluatee screen by default

Your clinical faculty may benefit from seeing student pictures on the screen where they select evaluatees. Now you can select the option to display student photos by default.

ADVANCED > Account Manager > Modules > Evaluation Settings > [Program Name] General Evaluation Settings > Show Photos of Clinical Evaluatees by Default

Reopen multiple evaluations at once

Now you can reopen all of the completed responses related to a single evaluation. (Note: you must have the option enabled in your Account Manager to allow completed evaluations to be reopened.)

[Section Info Screen] > Assessment > Evaluations > Select desired eval type > Click the number in the “Done” column to view completed evaluations > Click “Re-Open All” at the top of the screen.

Improvements for Evaluators-of-Record

Now the evaluators-of-record for a Course can approve submitted evaluations in bulk with a lot less clicking. Instead of opening each evaluation, you can click a new “Approve All” option on the eval workflow screen. The “byTypebyLink” step has also been removed from the process.

[Course Template Info Screen] > Evaluations Tab > Select Desired Evaluations for Review > Approve All Submitted

A new column in the Export Eval Data tool to show status

You can use the Export Eval Responses tool to export all summary evaluation data from Leo - filtered by Program, Eval Type, Year, Campus, Course and Section. This export can be delivered as either a CSV or in the format of a custom SQL query that you can use with an ODBC connection. Now we’ve added an additional field to this data export so you can also view the approval status of each evaluation.

ASSESSMENT > Evaluations > Export Eval Responses

Evaluation Previews refresh every time

When editing an evaluation, clicking the “Preview” (eyeball) icon in the upper right corner of the screen allows you to see what your evaluators will see when they access the evaluation - and it allows you to interact with the questions in the evaluation. Previously, Leo would continue displaying those interactions if you clicked back and forth between the editor and the preview - but that caused some confusion, particularly when designing evaluations with triggers. Now, every time you click over to Preview, Leo will let you start fresh.


The DaVinci Education team has continued to work around the clock to build additional improvements to our Discussion Boards, which are integrated with every event and course in Leo.

Attach images and files:

Now in addition to embedding HTML content (see our recent post with great ideas for embeddable HTML content) - you can upload images or other documents to any post or reply.

Improved Style:

We've improved the look of the Discussion Boards to make them easier to navigate and easier to read.

Editing and Deleting:

Course Coordinators or Directors (or administrators) can now:

- View, edit or delete all posts and replies in a discussion.

- View all deleted posts and replies and restore them.

- See when a post or reply has been edited.

Students can now:

- View, edit or delete their own posts and replies in a discussion.

- See when a post or reply has been edited.

- See a "Content Deleted" message in the place of a removed post.

Participation Tracking:

We’ve simplified the “Participation Report” - click the checkmark icon to see which students have participated in each Discussion.

Thank you for the opportunity to support you during this difficult time. We look forward to introducing even more time-saving improvements to assist your remote instruction in the days and weeks to come.


If you are looking for a solution to manage the release of Match Day letters to your students online while they are no longer on campus, DaVinci Education can help.

Leo provides a method for uploading multiple PDF documents for students, while keeping them hidden until the desired release time.

This is not the original intended use for these features in Leo - but, like you, we are adapting the tools we have to work with the challenges of the present moment.

*If you would like to find out more about how to use Leo to host your Virtual Match Day,
please contact us as soon as possible using this link; no later than 5:00 PM EDT on Tuesday, March 17.*

Our team will show you the available option, and if you decide to proceed, we will review your setup in the days leading up to the big event, including checking your server capacity for handling multiple downloads by students all at once.

We can also walk you through the setup by phone or teleconference - and we'll be standing by to offer support on Match Day.


In response to the emerging need to host online instruction, the DaVinci Education team has rolled out some small but important enhancements to help you get more out of Leo's integrated Discussion Boards:

  • We've updated the terminology we use in order to make navigating discussions more intuitive. "Top level posts" are now called "Topics”. From any event or course screen, you can start multiple Discussions, which consist of multiple Topics, to which students and faculty can post Replies.
  • In those Topics and Replies, we've updated the user tools so you can now embed video and any other kind of HTML content. Toss in a poll or video, embed a chat - there's lots of neat free or low-cost options for increasing interaction within your discussions (or events) right in Leo.
  • Users can now edit their own Topics and Replies after posting.
  • Additionally, we've made some under-the-hood improvements to our Activity report (attached to the Bell icon), to help users more easily view the most recent notifications - for example, when Discussion Board content has been updated.

For more information and step-by-step instructions on how to use the Leo Discussion Boards, please visit our User Guide.

We have more updates coming soon and will keep you posted.


The team at DaVinci Education wanted to share some resources we’ve created on distance learning that may be useful as you and your teams think about how to move forward with delivering your curriculum online during this public health crisis.

Please visit our newest blog posts:

Each article highlights useful information for managing your educational program remotely, including how to utilize Leo to facilitate online learning.

Our User Guide is also a helpful resource, with step-by-step instructions on how to utilize features in Leo to deliver content, manage communication, and share materials online. We have put together a list of useful features and articles to help you quickly find the information you may need.

Our team has been working quickly to develop some helpful enhancements to Leo’s integrated Discussion Boards and we will be introducing some new features in the coming days. We will send updates as this new functionality is rolled out. Additionally, there are many online tools that can be used seamlessly alongside Leo to further support distance learning and content delivery. While some of these resources are shared in the aforementioned blogs, we will be sharing a curated list with more information about how to use these tools with Leo in the coming days.

Please let us know via our Help Desk if you have any questions, or would like to talk to us about how to get the most out of Leo during this time. Our team of trainers and educators are ready and happy to help. We will continue to communicate and share resources as we respond to the situation, and do not anticipate any disruption in our ability to continue to serve you.